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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 66 HUDSON BLVD., EAST 20TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $106,250 |
BENESYS, INC.10+ years Service code 10 · EIN 38-2383171 | Accounting | $105,040 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $68,707 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $52,504 |
WATKINS ROSS10+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $51,862 |
PNC BANK, N.A.10+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $51,311 |
KOTZ, SANGSTER, WYSOCKI PC10+ years Service code 29 · EIN 38-2868807 | Legal | $38,860 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $35,550 |
PLANTE & MORAN, PLLC10+ years Filed as: PLANTE & MORAN Service code 10 · EIN 33-1498605 | Accounting | $25,500 |
DIMENSIONAL FUND ADVISORS10+ years Service code 28 · EIN 23-6819730 | Investment Management | $22,365 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 5.36% | 7.22%-1.9pp | 6.70%-1.3pp | 8.21%-2.8pp |
| Employer contribution / active EE | $1,667 | $12,542-86.7% | $25,217-93.4% | $13,841-88.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |